Donald Reichert, financial advisor Greenville SC

Donald Reichert

CRD Number: 2163596
Current Firm: The Reichert Company, Inc.

Donald Reichert (CRD# 2163596) is an Investment Advisor Representative working at The Reichert Company, Inc. in Greenville, SC and has over 24 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
The Reichert Company, Inc. Greenville, SC Jul 2018 - Current 5
Valmark Securities, Inc. Greenville, SC Jul 2018 - Current 5
Guardian Life Insurance Company New York, NY Jun 1993 - Current 30
Valmark Advisers, Inc. Akron, OH Aug 2018 - Dec 2022 4
Cda Group, LLC Greenville, SC Jul 2017 - Jun 2018 < 1
Cda Group, LLC Greenville, SC Jan 2015 - Jun 2017 2
Capital Design Associates, Inc. Greenville, SC Aug 1993 - Dec 2014 21
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 1999
S63 Uniform Securities State Law Examination Aug 2018
Contact Info for Donald L. Reichert
Phone Number: 864-887-4301
Registered State(s):
  • SC
Current Firm Details
The Reichert Company, Inc.
Firm's CRD Number: 296805
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

SC

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